+110.0%
KORU vs SUI
+16.6%
+93.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +5.5% |
| 7D | -35.0% | +6.2% | -41.2% | -34.2% |
| 30D | -65.5% | +8.6% | -74.1% | -65.2% |
| 3M | -58.9% | +1.0% | -59.9% | -58.4% |
| 6M | -83.5% | -2.6% | -80.9% | -83.5% |
| YTD | -23.9% | -0.1% | -23.7% | -24.7% |
| 1Y | -12.4% | +0.5% | -12.9% | -13.8% |
| All | +110.0% | +16.6% | +93.5% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling